Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 128 | Money Talk
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re: Spec Play - HGRAF

Posted on 2/23/26 at 8:35 am to
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18034 posts
Posted on 2/23/26 at 8:35 am to
Up 19% to start the day. No more discount buying.
Posted by NaturalBeam
Member since Sep 2007
14894 posts
Posted on 2/23/26 at 8:41 am to
Posted by masoncj
Atlanta
Member since Jun 2023
640 posts
Posted on 2/23/26 at 8:42 am to
Very nice!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27333 posts
Posted on 2/23/26 at 8:45 am to
I wonder who is going to sell off at the end of the day, this week? Interesting to see if they keep doing that, or if they hold this week...
Posted by dstone12
Texan
Member since Jan 2007
39449 posts
Posted on 2/23/26 at 8:47 am to
quote:

I wonder who is going to sell off at the end of the day, this week? Interesting to see if they keep doing that, or if they hold this week...


If it has mornings like this, there will be some that cannot resist a profit swipe.




Up .38 at ~10am. This is great.
This post was edited on 2/23/26 at 8:55 am
Posted by Dock Holiday
Member since Sep 2015
1926 posts
Posted on 2/23/26 at 8:57 am to

NICE!

quote:

In connection with Mr. Neale’s appointment as CFO, the Company granted him 938,538 stock options on February 20, 2026 exercisable for 938,538 common shares at a price of $4.47 per share for a period of 5 years. 25% of the options vest on each of February 20, 2027, February 20, 2028, February 20, 2029 and February 20, 2030.
Posted by RJSambola
Member since Jun 2012
382 posts
Posted on 2/23/26 at 9:01 am to
My shares just went back out on loan, someone is betting against the run
Posted by Rendevoustavern
Member since May 2018
1829 posts
Posted on 2/23/26 at 9:01 am to
Just to clarify, this isn't an "industry" just yet. There are graphene players but nothing to the point that an entire industry has evolved from. I do think its fair to compare this budding industry to plastics as graphene has overlapping use cases. I do think companies like 3m, dow (evonik), lyondel, etc have a very strong eye on how HGRAF and its runway. This is what led me to say they could have heavy bags entering the room once revenue starts. I think its fair to say a 30-50x. The named companies are trading in this range and have sufficient cash flow or financing availability to acquire at 100-125x current trading.

*I have experience in the plastics industry with a few of the companies named*
Posted by FieldEngineer
Member since Jan 2015
2780 posts
Posted on 2/23/26 at 9:05 am to
quote:

If it has mornings like this, there will be some that cannot resist a profit swipe.


I didn't even get in that cheap. If I sold today, I'd lock in a 57% gain. That's nothing to sneeze at.

I'm not selling btw.
Posted by dkreller
Laffy
Member since Jan 2009
33736 posts
Posted on 2/23/26 at 9:19 am to
quote:

“I am pleased to welcome John to the team as we advance dynamic commercial opportunities across a growing list of global enterprise and federal government customers,” said Kjirstin Breure, Chief Executive Officer of HydroGraph. “John brings a depth of financial and operational experience that will support our commercial scale up, continued expansion of our capital markets activity and development of our global team as we drive adoption of HydroGraph’s industry-leading graphene products.”
Posted by Rendevoustavern
Member since May 2018
1829 posts
Posted on 2/23/26 at 9:21 am to
Cool $4m price point. I do like the vesting period. Hopefully means the poison pill is an enormous multiple.
Posted by Dock Holiday
Member since Sep 2015
1926 posts
Posted on 2/23/26 at 9:24 am to
quote:

I do like the vesting period.


That's exactly what stood out to me, they are betting on themselves here.
Posted by D_cup
Member since Aug 2023
78 posts
Posted on 2/23/26 at 9:33 am to
I'm up 112% not selling either!
Posted by Dock Holiday
Member since Sep 2015
1926 posts
Posted on 2/23/26 at 9:42 am to
I bought in late summer/early fall, tried to get cute and sold all my shares during a run up, I was out of powder and wanted more shares. It nearly costs me, but I was able to get back in and added about 0.5% more shares. I got lucky.

I won't make that mistake again.

I don't blame anyone who wants to take profits and run, in the end this is all about making money, I just hope there are considerably more out there trying to get in than there are that are trying to exit. Supply and demand rules.
Posted by SidewalkTiger
Midwest, USA
Member since Dec 2019
68766 posts
Posted on 2/23/26 at 9:52 am to
I'm kicking myself.

I had about 3700 shares total and sold 700 that I had bought for $2.75 the other day because I expected it to fall back down as it had been doing, wanted to DCA down but now it just keeps climbing.
Posted by Snoopy04
Republic of Texas
Member since Aug 2015
3237 posts
Posted on 2/23/26 at 9:53 am to
I know I know subtle brag, but staring at a 750%+ gain is hard to just hold.

This at 750% and PLTR at 600% has me puckered up on the daily.

DIAMOND HANDS BABY!



Posted by FieldEngineer
Member since Jan 2015
2780 posts
Posted on 2/23/26 at 9:58 am to
This volume is nuts. There is some big money flowing in today.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19691 posts
Posted on 2/23/26 at 10:42 am to
Seems like a clear sign to me that something positive is coming.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19691 posts
Posted on 2/23/26 at 10:46 am to
quote:

In connection with Mr. Neale’s appointment as CFO, the Company granted him 938,538 stock options on February 20, 2026 exercisable for 938,538 common shares at a price of $4.47 per share for a period of 5 years. 25% of the options vest on each of February 20, 2027, February 20, 2028, February 20, 2029 and February 20, 2030.


Hell that makes me want to buy more. You don’t sign that deal unless you think it’s going much higher.
This post was edited on 2/23/26 at 10:47 am
Posted by NaturalBeam
Member since Sep 2007
14894 posts
Posted on 2/23/26 at 10:54 am to
Not to bring down the mood, but someone on Reddit asked a fair question I can't find an answer to. Are those options in CAD or USD?
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